Scottsbluff, NE Office

MBE Wealth Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses, retirement plans and financial institutions, offering financial planning, discretionary and non-discretionary portfolio management, retirement plan advisory and related consulting. Portfolios are typically constructed from diversified, low-cost mutual funds and ETFs (and in some cases American Funds Class F‑2 shares), and the firm also advises on held-away assets such as annuities and employer-sponsored retirement plans.

The firm describes a primarily long-term investment approach that uses fundamental and technical analysis to build customized asset allocations and may employ independent managers for portions of client portfolios. MBE Wealth manages about 2,536 clients across 11 advisors (roughly 230 clients per advisor), and relies on institutional custodian platforms (Charles Schwab and Altruist), a wrap-fee program and supporting technology to monitor accounts and scale client servicing.

Distinctive features include an affiliation with MBE CPAs LLP, an accounting and consulting firm that may refer clients to the adviser and is disclosed as a potential conflict of interest in the brochure. The firm is also a licensed insurance agency and provides ERISA retirement-plan fiduciary services and investment consulting to brokerage customers under separate agreements, all of which are addressed in its disclosures and compliance policies.